at UBS
Bulge Bracket Investment BanksPosted 4 days ago
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**Client Account Manager**: Manage client banking relations, support complex financial processes, and ensure regulatory compliance. Key responsibilities include: aiding private bankers, handling credit analysis, managing corporate actions, handling complex Excel tasks, maintaining client records, processing daily transactions, and troubleshooting. Sought skills: Excel expertise, credit analysis experience, regulatory knowledge, strong communication, and calm under pressure. Ideal candidate has 3-5 years' experience in wealth management or similar role.
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Full Job Description
| Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex GFO client books assist in credit / structured lending matters, credit analysis to support our clients' lending book assist in corporate action matters comfortable with complex excel worksheets comply with all regulations, policies and standards, contributing to an effective risk culture keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients | Show more Client Account Manager - Global Family and Institutional Wealth |
